ALPHA FINANCIAL MANAGEMENT, INC.
  • ALPHA FINANCIAL MANAGEMENT, INC.

Adviser Profile

As of Date 04/16/2026
Registration SEC, Approved, 04/08/2026
Other registrations (9)
Former registrations

ALPHA FINANCIAL MANAGEMENT, INC.

ADV Location SAVANNAH, GA, United States
Contact Info 912 xxxxxxx
Websites
AUM* 109,376,177
of that, discretionary 109,376,177
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 201,429
% High Net Worth 30.43%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

109M 94M 78M 63M 47M 31M 16M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees